Reports Settings allow Admins to customize the PO PDFs that are generated in the SourceDay platform for buyers and suppliers to save and print.
Understanding the View
Where Can I See It?
- Click on your name dropdown in the upper right-hand corner
- Click on Account Settings
- Click the Report Settings on the left side of the screen
- Apply the necessary changes
Click the Submit button to save settings.
- Click the Upload button
- Choose the company logo that will appear on the PO PDF
This section allows you to enable notes and barcodes, add a variety of instructions, and upload terms and conditions and manager signatures.
- Items Notes Enabled
Click the toggle to enable Item Notes from the ERP to appear on the PO PDF
- PO Notes Enabled
Click the toggle to enable PO/Header Notes from the ERP to appear on the PO PDF
- PO Barcodes Enabled
Click the toggle to enable PO Barcodes generated by SourceDay to appear on the PO PDF
The following 4 open fields allow you to enter the text that will appear on the PO PDF
- Bill To
- Shipping Instructions
- Contact Instructions
- Terms and Conditions
- Approver Name
Enter the name of the approver within your company
- Manager Signature
Click the Upload button to upload an image of the manager's signature
- Terms & Conditions
Click the Upload button to upload an image or file of the terms & conditions to appear at the end of the PO or as another page on the PDF